JPRE vs HYGH
Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF).
JPRE vs HYGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPRE
$485M
HYGH
$485M
Expense Ratio
Winner
JPRE
0.50%
HYGH
0.52%
Max Drawdown
Winner
JPRE
31.13%
HYGH
33.03%
Sharpe Ratio
JPRE
0.67
Winner
HYGH
1.03
5Y Beta
JPRE
0.45
Winner
HYGH
0.26
P/E Ratio
JPRE
42.56
HYGH
N/A
Forward P/E
JPRE
35.79
HYGH
N/A
PEG Ratio
JPRE
0.44
HYGH
N/A
5Y Dividends CAGR
JPRE
N/A
HYGH
11.61%
5Y EPS CAGR
JPRE
9.71%
HYGH
N/A
Debt to Equity
JPRE
78.87%
HYGH
N/A
P/S Ratio
JPRE
7.29
HYGH
N/A
P/B Ratio
JPRE
2.96
HYGH
N/A
JPRE vs HYGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPRE
+1.59%
HYGH
+0.48%
3M
Winner
JPRE
+3.64%
HYGH
+2.34%
6M
Winner
JPRE
+11.92%
HYGH
+3.17%
1Y
Winner
JPRE
+12.36%
HYGH
+7.56%
5Y(CAGR)
JPRE
+5.73%
Winner
HYGH
+6.92%
10Y(CAGR)
JPRE
N/A
HYGH
+6.29%
Max(CAGR)
Winner
JPRE
+5.73%
HYGH
+4.70%
JPRE vs HYGH - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JPRE | HYGH |
|---|---|---|
| 2026 | +12.20% | +2.84% |
| 2025 | +2.45% | +7.02% |
| 2024 | +6.47% | +11.13% |
| 2023 | +13.26% | +12.30% |
| 2022 | -9.83% | -1.13% |
| 2021 | N/A | +6.04% |
| 2020 | N/A | +0.30% |
| 2019 | N/A | +11.41% |
| 2018 | N/A | -1.09% |
| 2017 | N/A | +6.00% |
| 2016 | N/A | +14.26% |
| 2015 | N/A | -6.62% |
| 2014 | N/A | -3.08% |
JPRE vs HYGH Drawdown Comparison
The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.
The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.
The current JPRE drawdown is -0.59%. The current HYGH drawdown is -0.31%.
| Rank | JPRE | HYGH |
|---|---|---|
| #1 | -23.82% Aug 15, 2022 - Jul 17, 2024 | -23.88% Jan 16, 2020 - Dec 24, 2020 |
| #2 | -16.26% Sep 16, 2024 - Feb 12, 2026 | -18.41% Jun 23, 2014 - Dec 7, 2016 |
| #3 | -12.17% May 27, 2022 - Aug 10, 2022 | -8.24% Apr 4, 2022 - Dec 13, 2022 |
| #4 | -7.70% Feb 17, 2026 - Apr 16, 2026 | -8.06% Feb 20, 2025 - May 12, 2025 |
| #5 | -3.78% May 26, 2026 - Jun 1, 2026 | -7.58% Oct 1, 2018 - Apr 1, 2019 |
| #6 | -2.90% Aug 2, 2024 - Aug 14, 2024 | -4.79% Dec 27, 2021 - Apr 4, 2022 |
| #7 | -2.82% Apr 20, 2026 - May 6, 2026 | -4.76% Mar 6, 2023 - Jun 2, 2023 |
| #8 | -2.66% May 6, 2026 - May 20, 2026 | -3.73% Jul 23, 2024 - Aug 20, 2024 |
| #9 | -2.07% Jul 23, 2024 - Jul 29, 2024 | -3.60% Apr 12, 2019 - Sep 12, 2019 |
| #10 | -0.93% Jul 17, 2024 - Jul 23, 2024 | -2.77% Dec 13, 2022 - Jan 9, 2023 |
| #11 | -0.66% Aug 14, 2024 - Aug 20, 2024 | -2.50% Mar 1, 2017 - May 10, 2017 |
| #12 | -0.34% Aug 10, 2022 - Aug 12, 2022 | -2.44% Feb 2, 2023 - Mar 3, 2023 |
| #13 | -0.25% Aug 23, 2024 - Aug 30, 2024 | -2.30% Jan 26, 2018 - Apr 12, 2018 |
| #14 | -0.14% Sep 10, 2024 - Sep 12, 2024 | -1.90% Sep 16, 2019 - Oct 21, 2019 |
| #15 | -0.11% Jul 30, 2024 - Aug 1, 2024 | -1.82% Oct 20, 2017 - Jan 2, 2018 |
Correlation
Correlation between JPRE and HYGH is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2014 - 2026)
JPRE vs HYGH dividend yield comparison.
| Year | JPRE | HYGH |
|---|---|---|
| 2026 | 0.29% | 2.71% |
| 2025 | 2.62% | 6.86% |
| 2024 | 2.21% | 7.85% |
| 2023 | 3.26% | 8.95% |
| 2022 | 10.60% | 6.21% |
| 2021 | 0.00% | 3.74% |
| 2020 | 0.00% | 4.06% |
| 2019 | 0.00% | 4.89% |
| 2018 | 0.00% | 6.45% |
| 2017 | 0.00% | 4.79% |
| 2016 | 0.00% | 4.60% |
| 2015 | 0.00% | 5.75% |
| 2014 | 0.00% | 3.62% |
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